Articles that inspire
Prospect Research Edge
Kickstart Your Career
If you’re just starting in fundraising research and prospect management, our Career Agent Training is the perfect first step. Designed for beginners, this program gives you the foundational knowledge and practical skills to navigate the world of prospect research with confidence. With expert-led instruction, real-world examples, and hands-on practice, you’ll learn how to identify top donor prospects, manage data effectively, and grow your career from day one. Start strong with training that sets you up for success!
Announcing New Intro to Prospect Management Course
“It’s critical that researchers and fundraisers need to team up!” – Suzanne Barlow in #ChatBytes The Prospect Research Institute is pleased to announce that it is developing a workbook and course: Introduction to Prospect Management. This workbook and course will...
How to Create Prospect Portfolios that Reach Fundraising Goals
What kind of skills does it take to do prospect management really well? If Suzanne Barlow is any indication, start with an education in information systems, add a voracious appetite for learning about wealth and giving, and top it off with a love of connecting people...
#CareerCurious with Bond Lammey
A popular speaker, writer, and networker, Bond Lammey chose the field of prospect research for her career and now amplifies her positive impact by serving as a consultant at Bentz, Whaley, and Flessner where she loves helping her nonprofit clients solve fundraising...
David Lawson explains how Big Data can translate into Big Good
What prospect research professional isn’t fascinated by Artificial Intelligence (AI), or what David Lawson terms, Cognitive Computing? As research professionals, we tend to be early adopters of new technology and keen to learn at least enough to hold a meaningful...
GDPR for the Love of Fundraising
On May 23, 2018, the European Union went live with the General Data Protection Regulation (GDPR). In this #ChatBytes episode, we talk with Adrian Salmon, fundraising consultant at GG+A about GDPR. Adrian Salmon loves fundraising! You can hear the joy in his voice when...
Capacity Ratings Workbook
Ratings on the Rise! Are you “doing” them right?
There’s a trend going on in prospect research and it has to do with ratings. It’s subtle when you’re in it, but pretty obvious if you take a few steps back. Prospect Management is gaining ground as the primary role in the overall field of Prospect Research. The...
AFP Florida’s Planet Philanthropy 2018 Book Winner
Every year AFP Florida puts on an amazing conference called Planet Philanthropy. This year it was in Ft. Lauderdale and Prospect Research Institute had the pleasure of being an exhibitor. It was exciting to hear from some of the biggest names in the business,...
Donor Advised Funds or Donor Advised Frauds?
by Rhode Warrior, Mark Noll In the past ten years or so, charitable giving has seen the rise of a “middle man” who disguises himself as a charitable vehicle when he is, in fact, nothing more than self-serving money monger. This person goes under the nom de guerre of a...
Dates and International Research: Surprisingly Complex
By Sabine Schuller “I've been on a calendar, but never on time.” – Marilyn Monroe[1] Using your very creative imagination, picture yourself in 2003 finding an article about a prospect who’s not from your home country. She made the news because she successfully sold...
My 40 Perspectives on Prospect Research
by Rhode Warrior, Mark Noll Expand your scope of education and skills. Stagnation will make you obsolete. Know when the time involved for that last piece of information is not worth the investment. What’s your value? We’re in a dollar value business. Those who don’t...
Are You Ready For the Information that Lies Beneath?
By Sabine Schuller As donor researchers, we pride ourselves on finding accurate information so our fundraising team successfully connects with supporters. Our eyebrows rise when we see an inflammatory headline followed by questionable content But sometimes we are...
Words from happy Researchers
Success Stories
★★★★★
I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion. But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid). This adds real value to the educational experience you offer.
Betsy Mehlman
2020-Master Class
★★★★★
Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.
I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!
Kim Anthony, San Francisco CA
Insider Stock and Compensation
★★★★★
The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.
David Lloyd, Prospect Research Professional, San Francisco, CA
Powered by Aspire Research Group, LLC.